Investment Associate
4 months ago
About us
From day one, you’ll notice there is something special about working at Davy. Our success is built on nearly 100 years of forging strong relationships with our clients and developing the careers of Ireland’s future business leaders.
Established in 1926, the Davy Group sits at the heart of wealth and capital in Ireland, providing a broad range of services to high-net-worth individuals, self-directed investors, small-to-medium enterprises, credit unions, corporations, and domestic & international institutional investors.
Our culture is shaped around three values, which are at the heart of everything we do: client success, one Davy, and building a proud legacy. Sharing the same goals, we work together to deliver exceptional outcomes for our clients. As part of a team of over 900, you will be encouraged to learn and to grow, both professionally and personally.
About the role
An exciting opportunity has opened up on the Lifestyle Solutions team within Davy Private Clients. In the role, the successful candidate will:
Working closely with an Associate Director/Director: Assist in the creation and execution of relationship plans for each client relating to the implementation of their financial plan, adherence with service standards which lead to the development of long-term client relationships; Identifying revenue potential and opportunities to cross-sell Davy services; Review existing client relationships, and in line with Investment Strategy, analyse whether the relationships are categorised correctly and therefore managed appropriately; Execute a engagement plan for each advisory relationship to ensure they receive proactive, relevant and appropriate contact, investment ideas and recommendations and structured portfolio reviews; Managing MI relating to client relationships; Deal promptly and efficiently with client queries; Ensure that all activities and duties are carried out in full compliance with regulatory requirements, Davy’s Risk Management Framework and internal Policies and Policy Standards; Be recognised as an expert and influential contact for Davy’s services and in relation to client queries; Ability to network with peers at industry events. Comply with the Risk and Compliance frameworks, policies and procedures associated with the roleRequirements
About you
We are looking for somebody who has the following background and skills:
Degree or Masters in Business related area; Up to 12 months experience desired but not essential; APA Savings & Investments and/or APA Pensions qualification with a willingness to complete QFA qualification; A high degree of proficiency in Microsoft Office applications, particularly Excel, Word and PowerPoint; Proficient in CRM; A commitment to further education and continuous learning; Demonstrable interest and understanding of investments; A strong client focus, to ensure effective service delivery; Strong communication and presentation skills; Excellent attention to detail; Excellent organisational skills; An ability to prioritise own workload.What we offer
We offer a range of benefits and experiences to support your professional and personal growth, whatever your career stage. Our benefits are not just a number. Yes, we offer competitive salary, annual performance-related discretionary bonus, annual flexible benefits, employer pension contribution, and multiple insurance coverage. But more than that, we focus on developing our people to be their best, professionally and personally.
Training support provided by award-winning Learning & Development Team, extensive sports & social programmes (including free on-site gym & fitness studio), flexible working options, employee assistance programme, enhanced leave options, and social & community care initiatives are just some of the ways our people can empower themselves to be their best.
Important Information
“The position set out above is defined as a “Controlled Function (CF)” role, namely CF3, CF4, Section 20 of the Central Bank Reform Act 2010 and Schedule 1 of the Regulations ( No. 437 of 2011) as amended. In accordance with Section 21 of the Central Bank Reform Act 2010 and the Fitness and Probity Standards 2014, any offer of employment is conditional upon you demonstrating that you meet the Fitness & Probity requirements, applicable to this position. The role is also subject to the Minimum Competency Code and therefore there is a requirement to hold, or be willing to take the APA (Regulation & Investment) or (Pensions) or Registered Stockbroker or QFA exams.
-
Investment Associate
5 months ago
Dublin, Ireland Elevate Partners Full timeOur client a leading Wealth Management firm are currently looking to hire an Investment Associate to join their team in Dublin. The successful candidate will have an interest and understanding of investments and a strong client focus.Role Duties: Working closely with an Associate Director/DirectorAssist in the creation and execution of relationship plans...
-
Senior Investment Associate
3 weeks ago
Dublin, Ireland FK International Full timeJob Description Exciting opportunity to join a leading investment firm in Dublin. The Senior Investment Associate will be involved in identifying and reviewing potential investment opportunities for client portfolios with a particular focus on fixed income fund selection. Key responsibilities will include: Sourcing potential investments (e.g. fixed income...
-
Associate - Credit Investment
4 months ago
Dublin, Ireland FK International Full timeJob Description Our client, a significant global investment firm, is currently recruiting an Investment Associate to join its Dublin based team, with a focus on European credit investment opportunities. Responsibilities will include: Evaluation of new investment opportunities, including undertaking detailed financial due diligence, financial analysis and...
-
Senior Associate
2 weeks ago
Dublin, Ireland Elevate Partners Full timeOn behalf of our client, a high growth renewable developer, we are looking to hire a Senior Associate to join the Investment and Transaction team. The Role: Play a key role in preparing and managing and executing transactions including managing the DD process. Optimise the current and future pipeline in terms of asset divestment /investments, joint...
-
Investment Associate
2 weeks ago
Dublin, Ireland Elevate Partners Full timeOn behalf of our client, a reputable mid-market PE firm, we are looking to hire an Investment Associate to join the Dublin team. The Role: Conduct in-depth market research and financial analysis to identify potential investment opportunities. Evaluate and model financial projections to assess the viability and potential returns of investment...
-
Investment Associate
2 weeks ago
Dublin, Ireland Elevate Partners Full timeJob DescriptionOn behalf of our client, a reputable mid-market PE firm, we are looking to hire an Investment Associate to join the Dublin team. The Role: Conduct in-depth market research and financial analysis to identify potential investment opportunities. Evaluate and model financial projections to assess the viability and potential returns of...
-
Investment Senior Associate
4 weeks ago
Dublin, Ireland Davy Full timeAbout us From day one, you’ll notice there is something special about working at Davy. Our success is built on nearly 100 years of forging strong relationships with our clients and developing the careers of Ireland’s future business leaders. Established in 1926, the Davy Group sits at the heart of wealth and capital in Ireland, providing a broad...
-
Senior Associate
2 weeks ago
Dublin, Ireland Elevate Partners Full timeJob DescriptionOn behalf of our client, a high growth renewable developer, we are looking to hire a Senior Associate to join the Investment and Transaction team. The Role: Play a key role in preparing and managing and executing transactions including managing the DD process. Optimise the current and future pipeline in terms of asset divestment...
-
Investment Associate
2 months ago
Dublin, Ireland Elevate Partners Full timeWe are delighted to partner with an international mid-market private equity firm who are now looking to hire an Investment Associate to join their Dublin team. The Role: Provide analytical and research support, including financial modelling. Manage the due diligence process on potential transactions. Preparation of investment memos and recommendations...
-
Investment Associate
2 months ago
Dublin, Ireland Elevate Partners Full timeJob DescriptionWe are delighted to partner with an international mid-market private equity firm who are now looking to hire an Investment Associate to join their Dublin team. The Role: Provide analytical and research support, including financial modelling. Manage the due diligence process on potential transactions. Preparation of investment memos and...
-
Investment Associate
4 months ago
Dublin, Ireland FK International Full timeJob Description Our client, a significant alternative investment firm is currently hiring for an Investment Associate to join the Structured Finance business, based in Dublin. Responsibilities will include: Screening and underwriting of credit investment opportunities Ongoing portfolio monitoring and management Develop a detailed knowledge of the deal...
-
Investment Associate
4 months ago
Dublin, Ireland Davy Full timeAbout us From day one, you’ll notice there is something special about working at Davy. Our success is built on nearly 100 years of forging strong relationships with our clients and developing the careers of Ireland’s future business leaders. Established in 1926, the Davy Group sits at the heart of wealth and capital in Ireland, providing a broad range of...
-
Associate Level 1- Client Services
6 months ago
Dublin, Ireland 253 FIL Investment Management Ltd Full timeAbout the Opportunity Job Type: PermanentApplication Deadline: 27 April 2024 Title: Associate Department: Client Services Location: Dublin ,Ireland Reports To: Team Lead Join us as an 'Associate-Client Services' at Fidelity! If you enjoy phone conversations with customers, working from a premium location based in Dublin, Ireland and...
-
Alternative Investment Support Associate
6 months ago
Dublin, Ireland Davy Group Full timeAbout us From day one, you’ll notice there is something special about working at Davy. Our success is built on nearly 100 years of forging strong relationships with our clients and developing the careers of Ireland’s future business leaders. Established in 1926, the Davy Group sits at the heart of wealth and capital in Ireland, providing a broad range...
-
Investment Compliance Services
2 months ago
Dublin, Ireland State Street Full timePosition Description:You will manage a number of complex clients with varied fund types (e.g. UCITS, AIFs, Pension funds) and assist them with onboarding new funds and maintaining the compliance monitoring of their existing funds, reviewing Regulations, prospectuses and investment management guidelines.RESPONSIBILITIES:Review and audit investment compliance...
-
Associate Director
1 month ago
Dublin, Ireland Elevate Partners Full timeWe have partnered exclusively with a Private Equity firm, focused on SME investments, to appoint an Associate Director/Director to its Dublin investment team. You will become a key member of the investment team and lead on both origination and execution efforts.THE ROLE:Lead and execute investment strategies with a focus on SME businesses, including deal...
-
Associate/ Senior Associate
6 months ago
Dublin, Ireland StepStone Group Full timeis a rapidly growing Global Private Markets firm who provides customized investment and advisory solutions to some of the most sophisticated investors in the world. With $675 billion of total capital allocations, including more than $150 billion in AUM, we are highly diversified in the private markets across the globe and provide creative solutions to solve...
-
Investment Operations Senior Analyst
5 months ago
Dublin, Ireland SEI1GLOBAL Full timeJOB DESCRIPTION SEI Investments is a leading global provider of asset management and investment technology solutions.The company’s innovative solutions help corporations, financial institutions, financial advisors, and affluent families create and manage wealth. SEI is a people focused organization which encourages and recognizes employee development as...
-
Associate Director
1 month ago
Dublin, Ireland Elevate Partners Full timeJob DescriptionWe have partnered exclusively with a Private Equity firm, focused on SME investments, to appoint an Associate Director/Director to its Dublin investment team. You will become a key member of the investment team and lead on both origination and execution efforts.THE ROLE:Lead and execute investment strategies with a focus on SME businesses,...
-
Senior Associate
4 months ago
Dublin, Ireland Amicus Recruitment Full timeAmicus Recruitment have been engaged by a leading, full service, Dublin Law firm to bring to market a Senior Associate role, within the tax department. The firm provides services to high profile companies, financial institutions and government bodies in relation to complex legal and tax transactions. The firm offers a fully integrated tax service providing...
